Special needs children

A Will


  • If you give assets to a special needs child via a will, the assets are now considered property owned by the child.
  • The value of the assets may eliminate the opportunity for a child with special needs to obtain assistance from available local, state or federal assistance programs.

A Living Trust or a Testamentary Trust


  • If your trust has instructions to manage assets on behalf of a special needs child, these assets are not considered to be owned by the special needs child.
  • The value of these assets is not considered when applying for local, state or federal assistance.





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